FORTEM FINANCIAL GROUP, LLC - 13F
Fortem Financial Group, LLC reported 176 holdings with total value $258 M as of Q4 2024. Top holdings included AMLP, NVDA, TSLA, URA, and AVGO. ... 13F-HR 1/6/2025: …
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FORTEM FINANCIAL GROUP, LLC - 13F
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Fortem Financial Group, LLC reported 176 holdings with total value $258 M as of Q4 2024. Top holdings included AMLP, NVDA, TSLA, URA, and AVGO. ... 13F-HR 1/6/2025: …
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FORTEM FINANCIAL GROUP, LLC Top 13F Holdings
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Fortem Financial Group is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $432,167,981 (Form ADV from 2024-11-06). Their last reported 13F …
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Fortem Financial Group, LLC Q4 2024 13F Top Portfolio Holdings
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Nov 18, 2024 · Fortem Financial Group, LLC reported 176 holdings with total value $258 M as of Q4 2024. Top holdings included AMLP, NVDA, TSLA, URA, and AVGO. FORTEM FINANCIAL …
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$258Million FORTEM FINANCIAL GROUP, LLC Q4 2024 13F …
2 weeks from now
FORTEM FINANCIAL GROUP, LLC reported 176 stock holdings with total value $258M as of Q4 2024. Top holdings included AMLP, NVDA, TSLA, URA, and AVGO. Open main menu ... The …
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$246Million FORTEM FINANCIAL GROUP, LLC Q3 2024 13F …
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FORTEM FINANCIAL GROUP, LLC reported 174 stock holdings with total value $246M as of Q3 2024. Top holdings included AMLP, URA, NVDA, SHY, and TSLA. Open main menu ... The …
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$233Million FORTEM FINANCIAL GROUP, LLC Q2 2024 13F …
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FORTEM FINANCIAL GROUP, LLC reported 167 stock holdings with total value $233M as of Q2 2024. Top holdings included AMLP, NVDA, SHY, URA, and QQQ. Open main menu ... The …
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Fortem Financial Group LLC | AUM 13F
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Fortem Financial Group LLC CRD # 291662: SEC # 801-112300: CIK # 0001766509: AUM: $394.8 MM (2023-03-31) Employees
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Fortem Financial Group, LLC Q3 2024 13F Top Portfolio Holdings
2 weeks from now
Fortem Financial Group, LLC reported 174 holdings with total value $246 M as of Q3 2024. Top holdings included AMLP, URA, NVDA, SHY, and TSLA. FORTEM FINANCIAL GROUP, LLC …
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FORTRESS FINANCIAL GROUP, LLC Top 13F Holdings
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Dec 31, 2024 · Fortress Financial Group is based out of Rochester. Their last reported 13F filing for Q4 2024 included $100,575,665 in managed 13F securities and a top 10 holdings …
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KELLY FINANCIAL GROUP LLC Top 13F Holdings
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Dec 31, 2024 · Kelly Financial Group is based out of Wethersfield. Their last reported 13F filing for Q4 2024 included $281,169,602 in managed 13F securities and a top 10 holdings …
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Fortem Financial Group, LLC Q4 2021 13F Top Portfolio Holdings
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Fortem Financial Group, LLC reported 170 holdings with total value $219 M as of Q4 2021. Top holdings included KLAC, QQQ, LLY, AMJ, and AAPL. FORTEM FINANCIAL GROUP, LLC Q4 …
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Fortem Financial Group, LLC Q3 2022 13F Top Portfolio Holdings
2 weeks from now
Fortem Financial Group, LLC reported 154 holdings with total value $144 M as of Q3 2022. Top holdings included AMJ, XLV, XME, XLB, and AAPL. FORTEM FINANCIAL GROUP, LLC Q3 …
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OPULEN FINANCIAL GROUP LLC Top 13F Holdings
2 weeks from now
Dec 31, 2024 · Opulen Financial Group is based out of Arlington. Their last reported 13F filing for Q4 2024 included $110,026,727 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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